Different offices / addresses / branches
eWay-CRM is missing a clear way how to track more addresses / offices / branches for the same company.
We work in facility management industry. We manage different offices of the same company. Now, we have to track them as separate companies which causes us troubles if I need to see all communications through all of them.
Comments: 2
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09 Jan, '20
Nick RauenI agree that this would be helpful.
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05 May, '20
MichaelWe have an issue with this too. There is a "billing", "physical", and "other" address field available. We can use the billing address as the main company, and this would be the same in every Company record. Then we change the physical address for each of the different locations. We have to change the "name" of each Company to "Company - location" for the sales team to identify them. We have to use sort/filter options to group them for reports. Would be nice to have a hierarchy or parent company.